Wills & Wellness Workshops

Free Educational Workshops Open to All

Legacy Planning Workshop
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Our Legacy Workshop will help you process how to articulate your legacy.

Family Philanthropy WorkshopPQ

Experts in charitable gift planning will discuss community impact through philanthropy.


Genealogy Workshop12345

Learn about genealogy research and mapping your family history.

Funeral Planning Workshopcandles

Learn about things to consider in planning and funding a funeral.

 

Client Member Workshops

We love our clients, and we value long-term relationships as a trusted advisor to support them as life changes occur. We offer continuing educational and service related workshops to allow for certain plan updates and further enrich their estate planning process. Our upcoming workshops can be seen below.

 

Client Refresher WorkshopBinder1

Client refresher workshops provide ongoing estate planning education for our clients.


Professional Advisor’s Education Series

Education is a foundational value of our firm, including taking the time to educate other professional advisors on various estate planning matters. Our upcoming topics covered can be found at the link below.

 

Professional Advisor’s SeriesTalk

Our Professional Advisor Speaking Series covers advanced estate planning topics. Dedicated webpage coming soon.